Heritage Wealth Advisors’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.38K	Hold	32	–	–	﹤0.01%	483
2025 Q1	$3.29K	Sell	32 -7	-18%	-$720	﹤0.01%	480
2024 Q4	$4.25K	Buy	39 +7	+22%	+$762	﹤0.01%	509
2024 Q3	$4.59K	Buy	+32	New	+$4.59K	﹤0.01%	491